Adding, editing or removing staff

Please note: this article is only applicable to websites built after November 2018.

This article explains how to add staff to your website, edit existing staff profiles or remove staff.

In this article:

Video Overview 

 

Adding a new member of staff

Log into FPMS, click the grid icon on the left and choose 'Staff'.

 

Click Actions on the right hand side and choose '+ Create Staff'.

 

On this screen you will then see a page with both optional and mandatory boxes to fill in for the staff member. The boxes that will most often be used are highlighted in red.

 

The categories are as follows:

Image – You can add an image for the staff member that can be displayed in various formats on the staff page.

Images can be displayed on the staff list in the following ways:

First name – This will be the staff members first name

Last name – This will be the staff members last name

The first and last name will be displayed as:

Gender – There is a drop down menu to select a gender from. The options are Female, Male, Non-Binary and Other.

Gender is displayed as:

Level – This will restrict their account from accessing parts of FPMS. If you are wanting to display a staff member on the staff page and/or would like to give them basic access to FPMS then they will need to be set to Level 1. If you are looking to make them an admin and allow them editor access for FPMS and the website they will need to be Level 4.

Allow User to Login – If you are only displaying the staff member’s name on the staff page and the staff member will not be logging in you can untick this box.

Editor (Allow User to Edit Practice Website and Document Manager) – If a member of staff is set to level 4 but this is not ticked they will not be able to make edits. Level 4 grants them the ability to see the sections they would access but they cannot make edits without this being ticked. Only use this for staff members who will be logging in and editing the website or processing forms in document manager.

Password – You will need to set a password if you have the ‘Allow User to Login’ box ticked. The staff member can then reset this password once you have provided them with it.

Confirm Password – Confirm the password that you have set in the ‘Password’ box

Email – You will need to set an email address even if the staff member is not going to be logging in to FPMS or the website. You can either use their allocated email address or you can use the format name[NUMBER] @ [PRACTICE NAME] .co.uk e.g. name1@TestSurgery.co.uk. Each email address can only be used once.

Public Notes – These notes will be visible below the staff member’s name on the staff page. An example of this is in the Practice Management section you can add ‘Practice Manager’ and ‘Deputy Practice Manager’ below their pictures to differentiate between different roles. You can also add some information about the staff member.

The public notes will be displayed as:

Qualifications – These qualifications will appear visible below the staff member’s name but above the Public Notes section if any have been added. This box is useful to add any qualifications for the GP staff member’s you’d like to display.

The qualifications will be displayed as:

Categories – You will need to choose which category for staff to appear in on the Staff page. If you have not got the correct category this will be covered in the ‘Add, remove or edit category’ section.

Categories will be displayed as a section header as follows:

 

Once you are happy with the staff profile you will then need to click 'Save' in the top right.

Additional note If there are any mandatory fields not filled in correctly it will give you an error message letting you know which field is incorrect.

 

 

Displaying members of staff on your website

To display the newly added staff members on the website’s staff page you will need to navigate to the website staff page whilst logged in as an editor and click edit on the staff widget.

 

This will then open up a menu on the left with all the staff members. You will need to tick the newly added staff member/s and click save at the bottom. If you are adding multiple staff in the same category you can click the 'select all' button if all staff members are to be displayed.

 

If the categories are displayed in the incorrect order you can click on the category header and drag the header to the desired location within the list.

 

If the staff members are displayed in the incorrect order you can click on the staff member’s name within the list and drag them to the desired location. The staff member can only be moved within the category it has been set.

Finally click the save button at the bottom and the new staff will then be showing on the website.

 

 

Removing a member of staff

Log into FPMS, click the grid icon on the left and choose 'Staff'.

Within the FPMS Staff page you will need to click ‘Edit’ next to the staff member’s name and then click ‘Delete’ in the top right corner.

 

 

Alternatively, you can click edit on the staff widget on the website, untick the staff members name then click ‘Save’ at the bottom.

 

 

Editing an existing member of staff

Log into FPMS, click the grid icon on the left and choose 'Staff'.

Within the FPMS Staff page you will need to click ‘Edit’ next to the staff member’s name.

 

This will then open a page with all the staff member's existing details. You can make any changes needed and click 'Save'. To see the categories and what they do please see within the 'Adding a new staff member' section.

 

 

To add, remove or edit staff categories

On the FPMS staff page click the 'Manage categories' button on the top left.

 

This will open a menu with your existing categories.

There are three categories that cannot be changed which are Doctor, Nurse, and Practice Management. If you would like to add a description to these categories you will need to add a new category for them.

To add a new category you will need to click the ‘Add new Category’ button

 

This will give you a blank Name and Description box on the right hand side. You will need to input the name of the category you’d like displayed on the Staff page in the ‘Name’ box. If you would like a description of the category added you can add this to the ‘Description box’. You can then save the changes and a new category will have been added that you can save staff members to. If you have added a description you will need to enable this within the Staff widget on the staff page. 

 

To edit an existing category you will need to click one of the non-core categories which will show the category’s name and description as a text box that can be edited. Once you are happy with it you will need to click save.

Category descriptions are show as follows:

 

To enable/disable a category description you will need to click edit on the staff widget on the staff page

 

Then navigate to the category that you are looking to enable/disable the category description. Under the category title there will be a slider for the description for ‘Show’ and ‘Hide’. To display the description set the slider to ‘Show’. To disable the description set the slide to ‘Hide’

 

To delete a category click the category title you would like to delete from the menu on the left. This will open up more information on the right including a 'Delete' button. Once clicked, this will immediately delete the category.

 

 

How to add a new page
Page Manager Overview
Menu Manager Overview
Working With Rows And Columns
Working with rows
Using Widgets

Keywords/meta tags

staff, fpms, doctors, nurses, management, team

 

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